Large Bank
06/18/2013
Provides professional sales backup coverage to assigned sales associates , in an active trading desk environment to include client contact via phone and email, investment sales, and transaction order entry. Supports administrative and clerical duties, to include account management support, account opening and docume...
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Private Equity Firm
06/18/2013
Financial Analyst - Private Equity Portfolio
An industry leading company, with private equity backing, is looking for a dynamic financial analyst to join their corporate planning group. This will be part of a small team that has responsibility for corporate level reporting, planning, modeling and analysis. This g...
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Wealth Management Solutions Provider
06/18/2013
Job Description
We are pleased to announce a unique opportunity to join our investment firm. We are looking for a well-rounded, investment professional with an entrepreneurial spirit who is interested in joining us for the rest of their career. This individual will join a team of private Trustees provi...
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Large Bank
06/17/2013
Provides World Class Customer Service which meets and exceeds the customer's expectations. Actively sells Sovereign Bank's products and services.
Analyzes and determines the financial needs of each customer, matches this need to the appropriate Sovereign product or service; grows profitable customer relationshi...
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Large Bank
06/17/2013
Reporting to the Small Business Banking Segment Manager, this position is responsible for all aspects of customer portfolio management, cross-sell and retention strategies and implementation.
Develop and implement structured sales processes and multi-channel programs for portfolio customers and non-portfolio ...
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Financial Planning Services
06/17/2013
Responsibilities
The Internal wholesaler is a sales professional with strong relationship building skills, product knowledge and sales experience. They will perform as part of a team which includes a wholesaling partner, with a primary responsibility of driving product sales.
* Drive sales by developing, mainta...
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Financial Company
06/15/2013
Responsible for all facets of client relationship management for clients with $100 million to $5 billion in annual sales. Recommends a wide variety of complex bank products to meet the needs of the client; anticipates needs, provides STI specialized product resources, and ensures client satisfaction. Sources and cal...
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